+28.2%
POET vs UUUU
+465.5%
-437.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.0% | +9.6% | +5.7% |
| 7D | +0.4% | -10.5% | +10.9% | +2.8% |
| 30D | -10.4% | -10.5% | +0.1% | -8.2% |
| 3M | -29.3% | -14.1% | -15.2% | -26.5% |
| 6M | +6.9% | -35.5% | +42.3% | +16.6% |
| YTD | +25.6% | -10.9% | +36.5% | +27.8% |
| 1Y | +49.2% | +3.4% | +45.8% | +47.6% |
| 3Y | +128.4% | +73.1% | +55.3% | +98.5% |
| 5Y | -4.2% | +87.1% | -91.4% | -21.5% |
| All | +28.2% | +465.5% | -437.3% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UUUU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling